UMPIX vs. BMPIX
Compare and contrast key facts about ProFunds UltraMid Cap Fund (UMPIX) and ProFunds Basic Materials UltraSector Fund (BMPIX).
UMPIX is managed by ProFunds. It was launched on Feb 6, 2000. BMPIX is managed by ProFunds. It was launched on Sep 3, 2001.
Performance
UMPIX vs. BMPIX - Performance Comparison
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UMPIX vs. BMPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UMPIX ProFunds UltraMid Cap Fund | -2.94% | 3.62% | 17.08% | 22.37% | -32.05% | 55.65% | 5.21% | 48.88% | -26.37% | 23.77% |
BMPIX ProFunds Basic Materials UltraSector Fund | 11.87% | 9.09% | -5.35% | 15.30% | -16.22% | 38.93% | 18.27% | 25.13% | -26.81% | 34.96% |
Returns By Period
In the year-to-date period, UMPIX achieves a -2.94% return, which is significantly lower than BMPIX's 11.87% return. Both investments have delivered pretty close results over the past 10 years, with UMPIX having a 10.92% annualized return and BMPIX not far behind at 10.49%.
UMPIX
- 1D
- -1.66%
- 1M
- -16.14%
- YTD
- -2.94%
- 6M
- -1.88%
- 1Y
- 16.94%
- 3Y*
- 11.17%
- 5Y*
- 3.80%
- 10Y*
- 10.92%
BMPIX
- 1D
- 0.39%
- 1M
- -11.85%
- YTD
- 11.87%
- 6M
- 13.11%
- 1Y
- 18.80%
- 3Y*
- 7.48%
- 5Y*
- 6.04%
- 10Y*
- 10.49%
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UMPIX vs. BMPIX - Expense Ratio Comparison
UMPIX has a 1.51% expense ratio, which is lower than BMPIX's 1.89% expense ratio.
Return for Risk
UMPIX vs. BMPIX — Risk / Return Rank
UMPIX
BMPIX
UMPIX vs. BMPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraMid Cap Fund (UMPIX) and ProFunds Basic Materials UltraSector Fund (BMPIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| UMPIX | BMPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.66 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.13 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.14 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 0.81 | -0.33 |
Martin ratioReturn relative to average drawdown | 1.90 | 2.63 | -0.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UMPIX | BMPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.66 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.21 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.33 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.16 | +0.04 |
Correlation
The correlation between UMPIX and BMPIX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UMPIX vs. BMPIX - Dividend Comparison
UMPIX's dividend yield for the trailing twelve months is around 0.19%, less than BMPIX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
UMPIX ProFunds UltraMid Cap Fund | 0.19% | 0.19% | 1.20% | 0.59% | 0.00% | 9.49% | 0.00% | 2.07% | 0.14% | 2.33% | 0.00% |
BMPIX ProFunds Basic Materials UltraSector Fund | 1.62% | 1.81% | 0.94% | 0.96% | 0.00% | 0.00% | 0.28% | 0.00% | 0.00% | 0.00% | 0.16% |
Drawdowns
UMPIX vs. BMPIX - Drawdown Comparison
The maximum UMPIX drawdown since its inception was -85.51%, roughly equal to the maximum BMPIX drawdown of -84.22%. Use the drawdown chart below to compare losses from any high point for UMPIX and BMPIX.
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Drawdown Indicators
| UMPIX | BMPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.51% | -84.22% | -1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -26.94% | -21.39% | -5.55% |
Max Drawdown (5Y)Largest decline over 5 years | -44.80% | -38.50% | -6.30% |
Max Drawdown (10Y)Largest decline over 10 years | -69.51% | -61.41% | -8.10% |
Current DrawdownCurrent decline from peak | -17.70% | -12.48% | -5.22% |
Average DrawdownAverage peak-to-trough decline | -22.16% | -24.24% | +2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.85% | 6.60% | +0.25% |
Volatility
UMPIX vs. BMPIX - Volatility Comparison
ProFunds UltraMid Cap Fund (UMPIX) has a higher volatility of 11.53% compared to ProFunds Basic Materials UltraSector Fund (BMPIX) at 8.81%. This indicates that UMPIX's price experiences larger fluctuations and is considered to be riskier than BMPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UMPIX | BMPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.53% | 8.81% | +2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 22.98% | 18.58% | +4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.76% | 31.56% | +10.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.50% | 29.57% | +9.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.85% | 32.06% | +9.79% |